Financial Data and Reporting Ops Analyst

Bank of America

. Handle moderately complex operations processes related to credit disputes, escalations and tax reporting .

Posted 10/2/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax withholding processes, including analysis, reconciliation, and compliance with IRS regulations. Strong organizational and communication skills are essential for managing multiple priorities and collaborating with internal and external teams.

Highest-signal resume keywords

Tax Withholding ExperienceIRS Rules UnderstandingAnalytical SkillsMS Office ProficiencyProblem Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ReportingData AnalysisReconciliationPayment ProcessingQuality Assurance

Soft Skills

Detail OrientedStrong Communication SkillsInterpersonal SkillsOrganizational SkillsAbility to Work Under Pressure

Tools & Technologies

MS OfficeService Request Portal

Industry Keywords

Credit DisputesTax RemediationWithholding AdjustmentsFederal/State DeadlinesMetrics Reporting

About the role

Key responsibilities & impact

Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
Process tax withholding payments and remittances to the IRS and states
Address withholding inquiries, process tax withholding reversals and manual withholding adjustments
Assist with tax remediations and other team initiatives
Prepare and review payment packets and gather documentation
Adhere to regulated payment schedules and federal/state deadlines
Review, research, and respond to branch inquiries via email or Service Request Portal
Review tax withholding reports and monthly reconciliations
Reconcile withholding ledgers and establish liability positions
Support year-end and tax withholding remediation initiatives
Support legal entity summary filings, tax form solicitations, and IRS correspondence
Produce metrics reports and perform Quality Assurance peer reviews
Collaborate with management and internal and external Tax Operations teams on process enhancements
Provide quality service and support for internal business partners and external clients
Work overtime during tax season

Requirements

What you’ll need

Strong problem solving, analytical and decision making skills
Detail oriented with strong organization skills
Strong oral and written communication skills and ability to interact with management
Ability to manage multiple priorities to meet daily deliverables
Proven effectiveness in a fast paced and demanding environment with the ability to work under pressure
Proficient in MS Office (Outlook, Excel, Word)
Strong interpersonal skills and ability to collaborate within and across teams
Demonstrates initiative and a commitment to continuous learning
Tax Withholding or related financial experience
Understanding of IRS rules and regulations
Must work 1st shift
Must work 40 hours per week

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and make an impact